PaperLess was born in 1997 in Oslo with the vision of improving the efficiency of accounting systems by using automatic invoice recognition, electronic document flow and archiving. With an expanding client base of 1700 installations across Europe the PaperLess solution integrates seamlessly with both Sage 50 and Sage 200 Business Suite and manages the whole routine from scanning or adding electronic documents to processing them in the accounting systems.
CFO’s across UK and Ireland are fully automating invoice processing routines, increasing efficiency and productivity levels across the accounts department. Invoices can now be processed and approved across the company in a fully automatic manner reducing the need for manual work to a minimum.
But there’s more, CFO’s now also have all invoices and complete audit trail of the approval process directly linked to their accounting software, meaning that all invoices are automatically stored with retrieval being done via a simple look-up directly from within their accounting software.
BUT HOW ARE CFO’S ACHIEVING FULL INVOICE PROCESSING AUTOMATION?
PaperLess Company Inbox is a powerful solution that is changing the way accounting documents are processed by setting automation rules that are applied as soon as documents are received in Company Inbox email.
As a Sage Developer, this is an exclusive PaperLess’ development for Sage users, representing state of the art technology for Invoice Processing Automation, with emailed invoices processed and posted to Sage with closing of corresponding purchase orders in a fully automatic process, with no need for any Human Intervention on Invoice Processing Routines.
It is this automation level, only made possible by the full integration between PaperLess and Sage, that made PaperLess the preferred choice of Sage users. More than one thousand users that have found a way to not only automate document management routines but also to automate invoice approval processes with PaperLess Document Flow.
As all other features of PaperLess Document Management software, the document flow is also seamlessly integrated with Sage. With a powerful set of automation tools, companies can set-up automatic workflows and notifications, meaning that documents can be brought into PaperLess, have their data automatically extracted by PaperLess Automatic Invoice Recognition and then based on the supplier, department, cost unit responsible or department have the documents automatically sent for approval.
But there’s one more reason why Sage users prefer PaperLess. This is because PaperLess is always one step ahead and offers state of the art solutions that only PaperLess users can have access to like PaperLess Company Inbox.
1. Simple to manage documents for Sage 50 & Sage 200
PaperLess integrates seamlessly with Sage 50 and Sage 200. There is no workstation software to install and it is very light on resources. Synchronisation with Sage is automated so it is all happening in the background. PaperLess is quick to implement as there is no software to install for each user.
Digitising your paperwork as early as possible in the document management process saves time and money as it is more efficient to handle documents electronically. At the same time, other users will always be able to view them.
PaperLess runs invoice recognition for Sage on multiple invoices at the same time. Automatic invoice recognition saves time and reduces manual errors. PaperLess even checks for duplicate transactions when running invoice recognition, ensuring a smooth document management process for Sage in your organisation.
2. Smart tool for document management integrated with Sage
Document approval for Sage is a critical part in the document management process. PaperLess document approval function ensures your document management process can be structured to the way your organisation works.
You can post transactions to Sage 50 and Sage 200 directly from PaperLess. All transaction types can be prepared and then posted to Sage instantly saving time and reducing manual errors. You can easily manage all your accounting documents in Sage via PaperLess workspace.
Manage your non-accounting documents securely in PaperLess. You can give limited access to colleagues for certain documents meaning you can avoid compromising security in the Accounting Archive and still collaborate effectively throughout the document management process.
3. Keep your document management for Sage secure and safe
Remote access is encrypted and secure via the Internet, which looks the same as PaperLess workstation version and it is very easy to invite other users. Remote access enables you to have access to your documents wherever and whenever you are.
Keeping general business documents separate from the accounting archive provides further security for your accounting records in Sage. PaperLess provides secure user rights for Sage and a comprehensive set of user rules for flexible control over document management flow. Each user can have access to one or more companies within PaperLess with different levels of user rights authorised.
Document Management with Built-In Optical Character Recognition (OCR) technology is allowing companies to process their documents and especially invoices in an automated manner, meaning that Finance Departments are now able to process a much higher number of documents than in the past without increasing the headcount.
CFO’s, Finance Directors and many other finance professionals have realized that the best way to automate document management processes and invoice processing routines is to not only have all documents scanned into digital format as soon as they are received but also to use OCR technology to automatically extract all data from the invoices.
THE QUESTION IS, WHAT TO DO WITH THAT DATA CAPTURED FROM THE INVOICES?
HOW DOES PAPERLESS DOCUMENT MANAGEMENT FOR SAGE WORK?
PaperLess scans invoices and enables businesses to process accounting transactions within one workspace. Businesses can scan paper invoices or drag and drop electronic invoices from their emails or computers directly into PaperLess.
After businesses scan invoices, PaperLess uses two layers of sophisticated Optical Character Recognition (OCR) technology to recognise the information on your invoices. Automatic Invoice Recognition extracts the relevant data from your invoices and enables your colleagues to edit accounting information and post transactions from PaperLess directly into Sage.
PaperLess handles multiple suppliers with multiple document formats and also supports XML invoices. PaperLess can run invoice recognition on multiple invoices at the same time, so organisations can save time and reduce manual errors. PaperLess even checks for duplicate transactions when running invoice recognition.
WHY ARE SAGE USERS CHOOSING PAPERLESS TO AUTOMATE DOCUMENT MANAGEMENT PROCESSES?
Well, because with PaperLess Document Management businesses can now scan invoices and manage their complete workflow process online within one workspace so your organisation can save time, increase profit and reduce risk.
PaperLess is designed for easy usability, which means your accounting department can utilise less skilled members of the team and control what these members can do by defining their roles within the user access rights. Higher skilled staff can then spend their valuable time checking the preparation of the accounting vouchers before posting into your accounting application.
There is no need to give up your current accounting application to go PaperLess because PaperLess integrates seamlessly with Sage 50 Accounts, Sage 200c, Sage 200 Standard, Sage 200 Standard Online and Sage 200 Extra Online as synchronisation happens instantly in the background. Invoice recognition for Sage enables businesses to post transactions with the relevant documents into Sage and then view them in PaperLess or in Sage at a later stage. If your business is still looking for an effective invoice scanning solution, PaperLess is a valuable complementary solution for Sage that scans invoicesfor your organisation more efficiently and securely.
WHAT ABOUT IF I NEED TO ACCESS TO ONLINE INVOICE APPROVAL?
As all other features of PaperLess Document Management software, the document flow is also seamlessly integrated with Sage. With a powerful set of automation tools you can set-up automatic workflows and notifications, meaning that documents can be brought into PaperLess, have their data automatically extracted by PaperLess Automatic Invoice Recognition and then based on the supplier, department, cost unit responsible or department have the documents automatically sent for approval.
PaperLess gives you access to a powerful online document management and approval software that gives you full control over the documents being approved, allowing you to speed-up, for example, the invoice approval process. At the same time, PaperLess Document Approval for Sage 50 Accounts, Sage 200 Business Suite, Sage 200 Extra Online and Sage 200 Standard Online enables you to set approval rules so that you can be in control of what is being approved, the amounts users can approve and also the deadline for approval.